See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,330 | $105,998+111.6% | $92,233+143.2% | $147,584+52.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.40% | 50.05%-34.6pp | 176.28%-160.9pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,902 | $4,333-33.0% | $3,679-21.1% | $4,876-40.5% |
| Participant deferral / active EE | $5,472 | $4,478+22.2% | $3,897+40.4% | $5,439+0.6% |
| Admin fee / account holder | $5,282 | $6,332-16.6% | $5,194+1.7% | $10,885-51.5% |